Overview
Assets Under Management: $128 million
High-Net-Worth Clients: 20
Average Client Assets: $2.6 million
Frequently Asked Questions
HOPKINS INVESTMENT MANAGEMENT, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121811), HOPKINS INVESTMENT MANAGEMENT, LLC. is subject to fiduciary duty under federal law.
HOPKINS INVESTMENT MANAGEMENT, LLC. serves 20 high-net-worth clients according to their SEC filing dated November 16, 2018. View client details ↓
According to their SEC Form ADV, HOPKINS INVESTMENT MANAGEMENT, LLC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HOPKINS INVESTMENT MANAGEMENT, LLC. manages $128 million in client assets according to their SEC filing dated November 16, 2018.
According to their SEC Form ADV, HOPKINS INVESTMENT MANAGEMENT, LLC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.85%
Average Client Assets: $2.6 million
Total Client Accounts: 571
Discretionary Accounts: 571
Regulatory Filings
CRD Number: 121811
Filing ID: 1248458
Last Filing Date: 2018-11-16 09:57:00